Allen Investment Management, LLC
New York, NY·SEC-registered · CRD #124454
Allen Investment Management, LLC is an SEC-registered investment advisory firm in New York, NY managing $17B across 865 client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$17B
Client accounts
865
Advisory staff
12
Fee model
Fee-based
How Allen Investment Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Allen Investment Management, LLC
How much does Allen Investment Management, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Allen Investment Management, LLC reports $17B in regulatory assets under management across roughly 865 client accounts.
How does Allen Investment Management, LLC charge?
Allen Investment Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Allen Investment Management, LLC a fiduciary?
Yes. Allen Investment Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #124454), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Allen Investment Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Allen Investment Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Allen Investment Management, LLC's public SEC Form ADV filing (CRD #124454, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Allen Investment Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Allen Investment Management, LLC? Claim this profile.